Tillar-Wenstrup Advisors’s CSX Corp CSX Stock Holding History

Tillar-Wenstrup Advisors’s Portfolio CSX Stock Details CSX Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2023 Q1	–	Sell	-16,890	Closed	-$523K	–	8
2022 Q4	$523K	Hold	16,890	–	–	0.25%	39
2022 Q3	$450K	Hold	16,890	–	–	0.22%	40
2022 Q2	$491K	Hold	16,890	–	–	0.25%	41
2022 Q1	$633K	Hold	16,890	–	–	0.3%	33
2021 Q4	$635K	Hold	16,890	–	–	0.3%	29
2021 Q3	$502K	Hold	16,890	–	–	0.23%	32
2021 Q2	$542K	Sell	16,890 -504	-3%	-$16.6K	0.25%	32
2021 Q1	$559K	Hold	17,394	–	–	0.27%	29
2020 Q4	$526K	Hold	17,394	–	–	0.27%	29
2020 Q3	$450K	Hold	17,394	–	–	0.26%	30
2020 Q2	$404K	Hold	17,394	–	–	0.24%	27
2020 Q1	$332K	Sell	17,394 -150	-0.9%	-$3.5K	0.31%	18
2019 Q4	$423K	Hold	17,544	–	–	0.24%	44
2019 Q3	$405K	Hold	17,544	–	–	0.23%	39
2019 Q2	$453K	Hold	17,544	–	–	0.26%	41
2019 Q1	$438K	Hold	17,544	–	–	0.25%	40
2018 Q4	$363K	Hold	17,544	–	–	0.24%	46
2018 Q3	$433K	Hold	17,544	–	–	0.24%	55
2018 Q2	$373K	Sell	17,544 -450	-3%	-$9.27K	0.21%	55
2018 Q1	$334K	Buy	+17,994	New	+$336K	0.19%	54

Other funds holding CSX

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

SCP

Soroban Capital Partners New York $51.8B AUM 21.41% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return

Lazard Asset Management New York $60.8B AUM 22.47% 1-Year Est. Return

Tillar-Wenstrup Advisors's CSX Position: Q1 2023 in Review

Tillar-Wenstrup Advisors sold out of CSX Corp (CSX) in Q1 2023, closing a stake of 16,890 shares — an estimated $523K sold.

Tillar-Wenstrup Advisors first reported a position in CSX in Q1 2018 and held it in 20 quarters. The position peaked at $635K in Q4 2021. 1,498 funds tracked by Wall St. Rank hold CSX as of Q1 2023.

Tillar-Wenstrup Advisors reported no remaining CSX Corp position as of Q1 2023 after selling out during the quarter.
Tillar-Wenstrup Advisors sold 16,890 CSX Corp shares in Q1 2023, an estimated $523K.
Tillar-Wenstrup Advisors first reported a position in CSX Corp in Q1 2018 and held it in 20 quarters.
Tillar-Wenstrup Advisors's CSX Corp position peaked at $635K in Q4 2021.
1,498 funds tracked by Wall St. Rank held CSX Corp as of Q1 2023.

Based on Tillar-Wenstrup Advisors's 13F filing for Q1 2023.